Update shared on 30 Oct 2025
Fair value Increased 2.29%Verra Mobility's analyst price target has been raised from $29.17 to $29.83. This change reflects analysts' optimism following recent upward revisions and positive outlooks for the company.
Analyst Commentary
Analysts have weighed in on Verra Mobility's recent performance and future outlook. Their perspectives highlight both the strengths that contribute to a higher valuation and considerations that could pose challenges.
Bullish Takeaways- Bullish analysts are raising their price targets, which signals renewed confidence in the company's growth prospects and valuation potential.
- The firm's designation as a bullish pick reflects optimism regarding continued operational execution and market position.
- Upward revisions to ratings indicate that analysts see sustained momentum driven by recent performance and strategic initiatives.
- Positive outlooks point to Verra Mobility's ability to capitalize on market opportunities and drive shareholder returns in the near term.
- Some analysts remain cautious about the potential for slower than expected growth to affect valuation in the coming quarters.
- Execution risks remain a focus, particularly around scaling operations in a competitive environment.
- Concerns persist that any missteps in strategy could offset recent positive momentum and lead to price target revisions.
What's in the News
- Verra Mobility increased its revenue guidance for the full year 2025, now expecting total revenue of $955 million to $965 million. This is up from the prior range of $925 million to $935 million (Corporate Guidance).
- The company provided earnings guidance for fiscal year 2026, projecting mid-single digit total consolidated revenue growth (Corporate Guidance).
- On October 23, 2025, Verra Mobility announced an increase in its equity buyback plan, adding $150 million in authorization for a total of $250 million (Buyback Plan Update).
- Verra Mobility reaffirmed earnings guidance for 2025, maintaining its previous forecast of $925 million to $935 million in total revenue (Corporate Guidance).
- The company announced a share repurchase program authorizing up to $100 million in buybacks, valid until November 2026 (Buyback Program Announcement).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, from $29.17 to $29.83.
- Discount Rate has decreased marginally, from 7.49% to 7.47%.
- Revenue Growth expectations have edged lower, from 7.03% to 6.87%.
- Net Profit Margin has fallen significantly, moving from 26.05% to 21.87%.
- Future P/E has increased from 18.02x to 21.19x. This reflects a higher valuation multiple on expected earnings.
Disclaimer
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